CRM and Sales Pipeline
Tallgrass Analytics · Sales pipeline · Omaha, NE
Ruben Castellano leads sales at a data consultancy and uses this to see the pipeline by stage, who needs a follow-up today and what has closed this quarter.
Use this templateAll accounts
Accounts| Account | Industry | Size | First contact | Owner | Added | New deal |
|---|---|---|---|---|---|---|
| Prairie Logistics | May 21, 2026 | Ruben Castellano | — | — | ||
| Cedar Run Foods | May 1, 2026 | Ingrid Solheim | — | — | ||
| Oakmont Clinic Group | Apr 11, 2026 | Ingrid Solheim | — | — | ||
| Riverbend Credit Union | Mar 22, 2026 | Ruben Castellano | — | — | ||
| Stoneyard Builders | Mar 2, 2026 | Kofi Mensah-Bright | — | — |
Tables
Accounts
5 sample rows · 13 columnsCompanies you sell to.
| Account | Industry | Size | First contact | Owner | Added | New deal |
|---|---|---|---|---|---|---|
| Prairie Logistics | May 21, 2026 | Ruben Castellano | — | — | ||
| Cedar Run Foods | May 1, 2026 | Ingrid Solheim | — | — | ||
| Oakmont Clinic Group | Apr 11, 2026 | Ingrid Solheim | — | — | ||
| Riverbend Credit Union | Mar 22, 2026 | Ruben Castellano | — | — | ||
| Stoneyard Builders | Mar 2, 2026 | Kofi Mensah-Bright | — | — |
Contacts
8 sample rows · 9 columnsPeople at each account.
| Name | Role | Status | Phone | Account | Send email | |
|---|---|---|---|---|---|---|
| Danika Oyelaran | Operations director | danika@prairielogistics.net | (402) 555-0130 | Prairie Logistics | — | |
| Callum Teague | Finance manager | callum@prairielogistics.net | (402) 555-0131 | Prairie Logistics | — | |
| Hyun-woo Baek | Plant manager | hyunwoo@cedarrunfoods.net | (402) 555-0132 | Cedar Run Foods | — | |
| Ximena Ortega | Practice administrator | ximena@oakmontclinic.net | (402) 555-0133 | Oakmont Clinic Group | — | |
| Bertrand Lacroix | VP Reporting | bertrand@riverbendcu.net | (402) 555-0134 | Riverbend Credit Union | — | |
| Fatuma Njoroge | Analytics lead | fatuma@riverbendcu.net | (402) 555-0135 | Riverbend Credit Union | — | |
| Leopold Haas | Owner | leopold@stoneyardbuild.net | (402) 555-0136 | Stoneyard Builders | — | |
| Marguerite Fontaine | Purchasing | marguerite@cedarrunfoods.net | (402) 555-0137 | Cedar Run Foods | — |
Deals
10 sample rows · 15 columnsEvery opportunity, its stage and value.
| Deal | Stage | Value (USD) | Probability (%) | Expected close | Owner | Account |
|---|---|---|---|---|---|---|
| Fleet performance dashboard | Proposal | $24,000 | 60 | Nov 1, 2026 | Ruben Castellano | Prairie Logistics |
| Plant downtime reporting | Negotiation | $38,000 | 75 | Oct 27, 2026 | Ingrid Solheim | Cedar Run Foods |
| Patient wait-time analysis | Qualified | $15,500 | 35 | Nov 17, 2026 | Ingrid Solheim | Oakmont Clinic Group |
| Executive KPI suite | Negotiation | $52,000 | 70 | Nov 5, 2026 | Ruben Castellano | Riverbend Credit Union |
| Member churn model | Proposal | $29,000 | 45 | Nov 14, 2026 | Ruben Castellano | Riverbend Credit Union |
| Job cost report cleanup | Lead | $6,500 | 15 | Dec 2, 2026 | Kofi Mensah-Bright | Stoneyard Builders |
| Invoice aging report | Won | $8,200 | 100 | Oct 6, 2026 | Ruben Castellano | Prairie Logistics |
| Supplier scorecard | Won | $11,400 | 100 | Sep 15, 2026 | Ingrid Solheim | Cedar Run Foods |
| Scheduling heatmap | Lost | $9,800 | 0 | Sep 28, 2026 | Ingrid Solheim | Oakmont Clinic Group |
| Estimating dashboard | Qualified | $12,600 | 30 | Nov 25, 2026 | Kofi Mensah-Bright | Stoneyard Builders |
Activities
12 sample rows · 8 columnsCalls, emails and meetings logged against a deal.
| What happened | Type | Date | Next step on | Next step done | Deal | Logged |
|---|---|---|---|---|---|---|
| Discovery call | Oct 10, 2026 | Oct 20, 2026 | No | Fleet performance dashboard | — | |
| Sent proposal draft | Oct 15, 2026 | Oct 22, 2026 | No | Fleet performance dashboard | — | |
| Contract redlines call | Oct 16, 2026 | Oct 19, 2026 | No | Plant downtime reporting | — | |
| Security questionnaire returned | Oct 12, 2026 | Oct 21, 2026 | No | Plant downtime reporting | — | |
| Executive demo | Oct 13, 2026 | Oct 23, 2026 | No | Executive KPI suite | — | |
| Pricing options sent | Oct 17, 2026 | Oct 20, 2026 | No | Executive KPI suite | — | |
| First intro call | Oct 8, 2026 | Oct 25, 2026 | No | Patient wait-time analysis | — | |
| Model approach walkthrough | Oct 14, 2026 | Oct 24, 2026 | No | Member churn model | — | |
| Cold outreach email | Oct 6, 2026 | Oct 27, 2026 | No | Job cost report cleanup | — | |
| Kickoff handoff note | Oct 6, 2026 | Nov 17, 2026 | No | Invoice aging report | — | |
| Requirements call | Oct 11, 2026 | Oct 16, 2026 | No | Estimating dashboard | — | |
| Loss debrief | Sep 28, 2026 | Oct 13, 2026 | Yes | Scheduling heatmap | — |
Also included
- Mark won
- Mark lost
- Step done
Related templates
- Customer feedbackPebblecreek Gate Product3 tables · 5 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables
- Fundraising CRMMossgrove Labs6 tables · 13 views · 1 form · 2 row actions · 1 agentBoards
- Partnerships TrackerMeridian Stack5 tables · 13 views · 1 form · 1 row action · 1 agentLinked tables
- Proposals TrackerAshgrove Creative3 tables · 9 views · 1 form · 2 row actions · 1 agentBoards
- Sales CRMKestrel Bridge Software4 tables · 13 views · 1 form · 3 row actions · 1 agentLinked tables
- Sales CRMBrindlemoor Logistics Software5 tables · 7 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 row action · 1 agentAgents